Results for
"designations"

There is no question that the wealth management industry is changing. The question for financial advisers is how do they differentiate themselves in a post-fiduciary environment with robo-advisers nipping at their heels? Perhaps it's time to...

Golden Gate University is introducing a new master's program focused on financial life planning and it requires students to have attained more than just a bachelor's degree to begin. They also must have passed the Certified Financial Planner...

Raymond James & Associates has recruited a Westport, Conn.,-based advisory duo from Wells Fargo Advisors. Lynn Grossman and her business partner, Brian Vieira, managed more than $230 million at Wells Fargo and will now be working under the leadership...

The Chicago Cubs and Cleveland Indians were not the only ones swinging for the fences in Game 7 of the World Series Wednesday night — so was the Certified Financial Planner Board of Standards Inc. The Fox telecast, the highest-rated baseball...

The Investment Management Consultants Association, IMCA, has joined forces with the Yale School of Management to deliver the association's trademark accreditation. The partnership with Yale University will enable IMCA members to study online...

The Certified Financial Planner Board of Standards Inc. is passionate about its new Center for Financial Planning, which it says is addressing issues that will determine the future of the profession. Now it's trying to figure out how to fund...

Fee-only advisers already follow the spirit of the Labor Department's new best-interest rule on retirement advice, but they are worried about additional compliance hoops they'll need to jump through to show regulators they are fiduciaries. A...

Coming this August, major market indices will give REITs their own classification called "real estate." REITs currently are bundled inside of “financials." There's a growing consensus that pursuing a CFA instead of an MBA makes more economic...

The Certified Financial Planner Board of Standards, Inc. is conducting a review of its standards of professional conduct, and has formed a commission to perform the evaluation and recommend any changes it deems necessary, the organization announced...

Prospecting new clients is always a priority for financial advisory firms with aggressive growth goals, and those that are training individuals to develop this important skill even before they become lead advisers are finding the most success....

The future of the financial advice industry will inevitably involve a lot of technology, but robo-advice platforms will not replace the human touch of a good adviser. That was among the top themes on Tuesday in Miami at the kick-off of the MarketCounsel...

Below is a snapshot. For more information, visit research.investmentnews.com/dashboard, where you can also benchmark staffing levels, compensation and income statement data based on certifications, firm size or firm type. SALARY BY POSITION...

The extra sweat it takes to earn a chartered financial analyst credential apparently pays off for financial advisers in terms of added compensation. Lead financial advisers who have attained a CFA designation earned on average a median $147,743...

I didn't think this day would ever come, but on July 15, I received an email from the Certified Financial Planner Board of Standards Inc. that said: “Congratulations! You are now a certified financial planner.” I completed the financial...

A federal court has thrown out a controversial lawsuit against the Certified Financial Planner Board of Standards Inc. that centered on how the organization allows designation holders to define their compensation. In a July 6 order, U.S. District...

Thirty years ago, the fiduciary movement began to take root. No one held a press conference, it just happened. That's the thing about movements: you really don't have a sense that one has started until enough time has passed that you can look...

There may be no two investment firms more different than Vanguard and Goldman Sachs. But the two have found a note of harmony. In separate presentations to financial advisers — and potential clients — at a conference in Las Vegas, investment...

Recently I spoke on a panel in Australia with Joel Cohen, the prosecuting attorney depicted in the movie “The Wolf of Wall Street.” Mr. Cohen, the other panelists and I were asked how our industry — particularly holistic advisory professionals...

At the one-year mark, the online course focusing on the basics of alternative investing is migrating across the financial advice industry, according to the Investment Management Consultants Association and the Chartered Alternative Investment...

Remember when the financial world was really simple? Not that long ago there were brokerage firms, banks, insurance companies and independent financial planners with clearly defined roles and descriptions. How the world has changed. Last year...

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